This guide provides a, step-by-step process for ingesting data for reconciliation on the Portone platform. \
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For accessing the Data Ingestion screen, Navigate to <https://admin.portone.cloud/reconciliation/data>

Choose a time period to view the list of ingested data

Click on the desired time period for detailed viewing

See an overview of submitted files, including successful and failed records

The table displays the list of ingested files along with relevant metadata

Status indicators show the progress and outcome of each ingestion

Validation Status
(Click to sort Ascending)

Click "Upload Files" to start manual data ingestion

Click "Select Data Source" to open the list of supported data sources

Select the appropriate data source for the file upload

Drag and drop files or click to select them for uploading

Click "Submit" to start the upload, or "Cancel" to discard

The uploaded files will appear in the ingestion table

Click the "3 dots" icon for additional options

Click "View Details" to see a detailed summary of the ingested records

Access a comprehensive summary of records processed during ingestion

Navigate back to the main ingestion screen for further actions

Click "View Reconciliations" to see reconciliations initiated for the selected data source

A list of reconciliations for the selected data source pairs will be displayed

Click "Check Result" to examine the output of the reconciliation process

This conclude the demonstration. For more information, visit portone . io

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This guide provides a, step-by-step process for ingesting data for reconciliation on the Portone platform. Users will learn how to efficiently upload and verify their data, access the Data Ingestion screen, select time periods, and check upload statuses. The walkthrough also includes instructions for viewing detailed summaries of ingested records and tracking reconciliations linked to their data sources. This process is crucial for ensuring accurate and timely reconciliation.

Ingest Data for Reconciliation